In Good Company with Nicolai Tangen

Norges Bank Investment Management

  • 31 minutes 8 seconds
    AI का बुलबुला कब फूटेगा? – रुचिर शर्मा

    निकोलाई टैंगेन प्रसिद्ध अर्थशास्त्री और What Went Wrong with Capitalism के लेखक रुचिर शर्मा के साथ बातचीत करते हैं। वे मिलकर उन शक्तियों पर चर्चा करते हैं जो वैश्विक बाजारों को बदल रही हैं—अमेरिका की वृद्धि में AI की भूमिका, इस साल यूरोप और चीन के बेहतर प्रदर्शन के कारण, और वैश्विक बाजारों की बदलती गतिशीलताएँ। रुचिर गुणवत्ता वाले स्टॉक्स, ब्याज दरों, टैरिफ़ और टेक बबल के संभावित फटने के समय पर साहसिक भविष्यवाणियाँ भी साझा करते हैं।


    When will the AI bubble burst? - Ruchir Sharma


    Nicolai Tangen sits down with Ruchir Sharma, renowned economist and author of What Went Wrong with Capitalism, to dissect the forces reshaping global markets. They discuss AI's dominance in US growth, why Europe and China have outperformed America this year, and the shifting dynamics of global markets. Ruchir shares bold predictions on quality stocks, interest rates, tariffs, and when the tech bubble might burst.


    For english version, tune in on YouTube: https://youtu.be/zOOgmOKEZnw

    Hosted on Acast. See acast.com/privacy for more information.

    12 December 2025, 6:00 am
  • 10 minutes 20 seconds
    HIGHLIGHTS: David Rubenstein

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/david-rubenstein-defining-great-investors-guiding-presidents/id1614211565?i=1000740533269&l=nb


    Nicolai Tangen sits down with David Rubenstein, founder and chairman of the Carlyle Group and host of the David Rubenstein Show. They explore what makes truly great investors, why going against conventional wisdom matters, and the critical importance of humility in business and leadership.

    David shares insights from his time working in the White House and from building one of the world's largest private equity firms, discussing different leadership styles, his philosophy on wealth and giving, his passion for preserving American history, and why staying engaged—rather than retiring—keeps you young and fulfilled. Tune in for a sharp, insightful episode you won’t want to miss!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Oscar Hjelde.

     


    Hosted on Acast. See acast.com/privacy for more information.

    12 December 2025, 4:00 am
  • 52 minutes 53 seconds
    David Rubenstein: Defining Great Investors, Guiding Presidents and Preserving History

    Nicolai Tangen sits down with David Rubenstein, founder and chairman of the Carlyle Group and host of the David Rubenstein Show. They explore what makes truly great investors, why going against conventional wisdom matters, and the critical importance of humility in business and leadership.

    David shares insights from his time working in the White House and from building one of the world's largest private equity firms, discussing different leadership styles, his philosophy on wealth and giving, his passion for preserving American history, and why staying engaged—rather than retiring—keeps you young and fulfilled. Tune in for a sharp, insightful episode you won’t want to miss!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Oscar Hjelde.

     

    Hosted on Acast. See acast.com/privacy for more information.

    10 December 2025, 4:00 am
  • 10 minutes 45 seconds
    HIGHLIGHTS: John Stankey - CEO of AT&T

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/at-t-ceo-connecting-the-future-embracing-ai-and/id1614211565?i=1000739434512&l=nb

    What’s driving the next big shift in telecom? Nicolai Tangen talks with John Stankey, President and CEO of AT&T, about transforming a 150-year-old company for the AI era. They discuss why fiber infrastructure is critical, how AI will drive unprecedented data demand, and the role of satellite connectivity. John shares his philosophy on cultural change, managing 130,000 employees, and why AT&T is focused on North America. With millions of customers and major fiber investments underway, AT&T is positioning itself for the next decade. Tune in for an insightful conversation!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo and David Høysæter.

     


    Hosted on Acast. See acast.com/privacy for more information.

    5 December 2025, 4:00 am
  • 45 minutes 46 seconds
    AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

    What’s driving the next big shift in telecom? Nicolai Tangen talks with John Stankey, President and CEO of AT&T, about transforming a 150-year-old company for the AI era. They discuss why fiber infrastructure is critical, how AI will drive unprecedented data demand, and the role of satellite connectivity. John shares his philosophy on cultural change, managing 130,000 employees, and why AT&T is focused on North America. With millions of customers and major fiber investments underway, AT&T is positioning itself for the next decade. Tune in for an insightful conversation!

    Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo and David Høysæter.

     

    Hosted on Acast. See acast.com/privacy for more information.

    3 December 2025, 4:00 am
  • 11 minutes 6 seconds
    HIGHLIGHTS: Greg Jensen - Co-CIO of Bridgewater Associates

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/greg-jensen-building-bridgewater-mastering-ai-and/id1614211565?i=1000738547238&l=nb


    Greg Jensen, Co-CIO of Bridgewater Associates, joins Nicolai Tangen to discuss the forces reshaping global finance. They explore modern mercantilism, the AI resource grab for power and chips, and why talent competition matters. Greg shares how Bridgewater systematized 50 years of knowledge into algorithms through its "Secure Garden" platform, and discusses building an artificial investor to compete with human intuition. He also reveals how radical transparency and honest feedback drive decision-making at the world's largest hedge fund. Tune in for an insightful conversation!

     

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo.

     


    Hosted on Acast. See acast.com/privacy for more information.

    28 November 2025, 4:00 am
  • 1 hour 11 minutes
    Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency

    Greg Jensen, Co-CIO of Bridgewater Associates, joins Nicolai Tangen to discuss the forces reshaping global finance. They explore modern mercantilism, the AI resource grab for power and chips, and why talent competition matters. Greg shares how Bridgewater systematized 50 years of knowledge into algorithms through its "Secure Garden" platform, and discusses building an artificial investor to compete with human intuition. He also reveals how radical transparency and honest feedback drive decision-making at the world's largest hedge fund. Tune in for an insightful conversation!


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo.

     

    Hosted on Acast. See acast.com/privacy for more information.

    26 November 2025, 4:39 pm
  • 10 minutes 15 seconds
    HIGHLIGHTS: Zak Brown - CEO of McLaren Racing

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/zak-brown-rebuilding-mclaren-leading-formula-1-and/id1614211565?i=1000737353062&l=nb

    What's behind McLaren Racing's remarkable rise to the top? Nicolai Tangen speaks with Zak Brown, CEO of McLaren Racing, about the incredible turnaround of one of F1's most historic teams. They explore how culture and transparency drive performance, why people matter more than equipment, and Zak's approach to building cohesion across 1,400 team members. Zak shares candid insights on driver dynamics, fan engagement, and the fine line between passion and emotion in decision-making. With an outstanding season, McLaren currently dominates the F1 standings. Tune in for a conversation on leadership and excellence!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo.

     


    Hosted on Acast. See acast.com/privacy for more information.

    21 November 2025, 4:00 am
  • 43 minutes 12 seconds
    Zak Brown: Rebuilding McLaren, Leading Formula 1 and the Power of Winning Culture

    What's behind McLaren Racing's remarkable rise to the top? Nicolai Tangen speaks with Zak Brown, CEO of McLaren Racing, about the incredible turnaround of one of F1's most historic teams. They explore how culture and transparency drive performance, why people matter more than equipment, and Zak's approach to building cohesion across 1,400 team members. Zak shares candid insights on driver dynamics, fan engagement, and the fine line between passion and emotion in decision-making. With an outstanding season, McLaren currently dominates the F1 standings. Tune in for a conversation on leadership and excellence!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Tobias Hyldmo.

     

    Hosted on Acast. See acast.com/privacy for more information.

    19 November 2025, 4:00 am
  • 9 minutes 45 seconds
    HIGHLIGHTS: Ester Baiget - CEO of Novonesis

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/novonesis-ceo-biosolutions-at-scale-replacing-chemicals/id1614211565?i=1000736366962&l=nb


    What actually happens inside a fermentation tank? Nicolai Tangen sits down with Ester Baiget, CEO of Novonesis, to explore the science and business behind enzymes. The company uses fermentation to create natural alternatives to chemicals found in the food we eat and products we use. From yogurt to bread to laundry detergent, Novonesis solutions are already in things you use every day. They discuss why European regulations slow down innovation, how the company finds the right microbes and enzymes for each customer need, and what makes employees so passionate about the mission. Ester also shares her leadership philosophy and what drives her as a leader. Tune in for an insightful conversation!


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     

    Hosted on Acast. See acast.com/privacy for more information.

    14 November 2025, 4:00 am
  • 46 minutes 48 seconds
    Novonesis CEO: Biosolutions at Scale, Replacing Chemicals and Leading for a Healthier Planet

    What actually happens inside a fermentation tank? Nicolai Tangen sits down with Ester Baiget, CEO of Novonesis, to explore the science and business behind enzymes. The company uses fermentation to create natural alternatives to chemicals found in the food we eat and products we use. From yogurt to bread to laundry detergent, Novonesis solutions are already in things you use every day. They discuss why European regulations slow down innovation, how the company finds the right microbes and enzymes for each customer need, and what makes employees so passionate about the mission. Ester also shares her leadership philosophy and what drives her as a leader. Tune in for an insightful conversation!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     

    Hosted on Acast. See acast.com/privacy for more information.

    12 November 2025, 4:00 am
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